Finance
Elser, the Indianapolis advisor, builds client portfolios with a value tilt. The equity portion currently includes these funds and allocations: the Vanguard S&P 500 exchange-traded fund, 3%; Dimensional US Core Equity Market, 28.9%; Dimensional US High Probability, 10%; Dimensional US Marketwide Value, 8.4%; Dimensional U.S. Small Cap, 5%; Dimensio... See more
barrons.com
2025-11-01 one RSA’s value tilted model portfolio.
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